Concord Wealth Partners’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $50K | Hold |
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|
2025
Q2 | $35.3K | Buy |
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|
2025
Q1 | $28.9K | Sell |
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|
2024
Q4 | $78.5K | Sell |
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|
2024
Q3 | $93.8K | Sell |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $592K | Sell |
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|
2023
Q2 | $857K | Buy |
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|
2023
Q1 | $810K | Sell |
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|
2022
Q4 | $845K | Buy |
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|
2022
Q3 | $809K | Sell |
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|
2022
Q2 | $758K | Buy |
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|
2022
Q1 | $712K | Buy |
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|
2021
Q4 | $563K | Buy |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $196K | Buy |
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